Purchases and Sales Made in Q3 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2024. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 0.46% |
$3.21K - $3.55K
|
8.3K
$767K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-38- 6.06% |
$3.21K - $3.55K
|
589
$54.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-39- 0.27% |
$3.29K - $3.64K
|
14.5K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-40- 0.16% |
$3.37K - $3.74K
|
25K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-40- 0.96% |
$3.37K - $3.74K
|
4.14K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-41- 1.27% |
$3.46K - $3.83K
|
3.2K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-41- 1.06% |
$3.46K - $3.83K
|
3.82K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-41- 1.54% |
$3.46K - $3.83K
|
2.62K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-43- 0.39% |
$3.63K - $4.02K
|
11.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-43- 0.35% |
$3.63K - $4.02K
|
12.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-46- 1.28% |
$3.88K - $4.3K
|
3.54K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 1.5% |
$4.05K - $4.48K
|
3.16K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-49- 1.27% |
$4.13K - $4.58K
|
3.81K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-49- 0.25% |
$4.13K - $4.58K
|
19.4K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-49- 49.0% |
$4.13K - $4.58K
|
51
$4.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 6.3% |
$4.13K - $4.58K
|
729
$67.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 0.8% |
$4.22K - $4.67K
|
6.22K
$575K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-50- 0.1% |
$4.22K - $4.67K
|
49.1K
$4.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 1.56% |
$4.22K - $4.67K
|
3.15K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-50- 0.76% |
$4.22K - $4.67K
|
6.5K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-50- 0.99% |
$4.22K - $4.67K
|
5.02K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-55- 0.09% |
$4.64K - $5.14K
|
58.1K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 3.12% |
$4.72K - $5.23K
|
1.74K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-58- 0.29% |
$4.89K - $5.42K
|
19.8K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-59- 1.21% |
$4.98K - $5.51K
|
4.82K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-59- 1.51% |
$4.98K - $5.51K
|
3.85K
$356K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-62- 0.36% |
$5.23K - $5.79K
|
17K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-62- 2.63% |
$5.23K - $5.79K
|
2.29K
$212K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-63- 1.12% |
$5.31K - $5.88K
|
5.57K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-64- 1.51% |
$5.4K - $5.98K
|
4.19K
$387K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-65- 1.09% |
$5.48K - $6.07K
|
5.89K
$544K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-66- 9.65% |
$5.57K - $6.16K
|
618
$57.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-66- 2.06% |
$5.57K - $6.16K
|
3.15K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-68- 1.66% |
$5.74K - $6.35K
|
4.04K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-68- 3.75% |
$5.74K - $6.35K
|
1.75K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 0.09% |
$5.9K - $6.54K
|
75.5K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-71- 0.09% |
$5.99K - $6.63K
|
76.9K
$7.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-75- 2.41% |
$6.33K - $7K
|
3.04K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-76- 2.22% |
$6.41K - $7.1K
|
3.36K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-77- 0.45% |
$6.49K - $7.19K
|
17.2K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-78- 1.28% |
$6.58K - $7.28K
|
6K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-78- 0.85% |
$6.58K - $7.28K
|
9.08K
$839K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-80- 0.21% |
$6.75K - $7.47K
|
38.8K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 0.54% |
$6.75K - $7.47K
|
14.7K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-82- 2.26% |
$6.92K - $7.66K
|
3.55K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-85- 2.22% |
$7.17K - $7.94K
|
3.74K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-85- 3.83% |
$7.17K - $7.94K
|
2.14K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-85- 27.69% |
$7.17K - $7.94K
|
222
$20.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-86- 0.09% |
$7.25K - $8.03K
|
95.4K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-89- 3.24% |
$7.51K - $8.31K
|
2.66K
$245K
|